先健科技涨超10% 机构料公司集采调价相关产品下半年有望逐步出清 关注行业估值修复

智通财经
Aug 06

先健科技(01302)涨超10%,截至发稿,涨9.45%,报2.2港元,成交额2.14亿港元。华安证券发布研报称,2024年,国家医保局要求12家国内外企业(含公司)重新制定胸主动脉覆膜支架产品的价格,旨在压缩流通环节的过高加价,实现价格透明化;此外,多省市针对封堵器和腔静脉滤器进行集采。集采导致的价格调整致公司相关产品出厂价下滑,是造成公司24H2收入及利润同比下滑的主要原因。预计为期一年的...

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